Family Legacy, Inc.

Q3 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$362,998
Net value change ($000)
-11,936 (-3.2%)
New positions
4
Sold out positions
4
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 2,688 38.3%
JMBS 2,070 83.4%
AAPL 1,556 14.3%
NVDA 848 16.5%
AMGN 791 17.0%
SSB 752 NEW
PSX 642 NEW
MRK 633 14.0%
CVX 495 33.4%
TMO 489 35.3%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -4,743 -30.3%
CAT -3,694 -24.8%
GEV -1,847 -18.2%
SOXX -1,252 -12.8%
VMC -1,011 -15.8%
HD -989 -18.6%
GE -795 -16.2%
LOW -773 -15.3%
EA -671 -100.0%
WMT -540 -8.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type